Swan Global Management advises on the proprietary Defined Risk Strategy (DRS).
Swan Global Investments, LLC, Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC are affiliated entities.

Strategy

We developed the Defined Risk Strategy in 1997 as a way to offer our clients a distinctive, innovative tool for minimizing market risk. The strategy is designed to protect investor portfolios from large market declines. We pursue this goal through a rules-based, actively managed hedged equity investment process.


Learn More About the Defined Risk Strategy

Contact

Telephone: 970-382-8901
370 Harbour Drive,
Palmas Del Mar Humacao,
Puerto Rico, 00791